See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,036 | $85,202+4.5% | $172,739-48.5% | $72,985+22.0% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.6%-12.6pp | 69.5%+0.5pp |
| Annual return | 22.04% | 27.32%-5.3pp | 802.84%-780.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,268 | $3,324-61.9% | $5,143-75.3% | $2,440-48.0% |
| Participant deferral / active EE | $2,702 | $3,260-17.1% | $5,198-48.0% | $3,607-25.1% |
| Admin fee / account holder | $753 | $5,884-87.2% | $13,954-94.6% | $5,124-85.3% |